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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Berlin, WI

Every SEC-registered investment adviser representative at a firm office in New Berlin, with the firms that employ the most of them.

35 registered advisors work in New Berlin; the most are at Edward Jones (5). 9 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in New Berlin

FirmAdvisors in New Berlin
Edward Jones news5
Encompass More Asset Management LLC4
J.P. Morgan Securities LLC news3
LPL Financial LLC news3
Osaic Wealth, Inc. news3
World Investment Advisors, LLC3
Alongside, LLC2
Robert W. Baird & Co. Incorporated news2
Wells Fargo Clearing Services, LLC news2
Arkadios Wealth Advisors1
Cambridge Investment Research Advisors, Inc. news1
Cetera Investment Advisers LLC news1
PNC Wealth Management LLC1
Rossby Financial, LLC1
Sperka Investment Management, LLC1
State Farm Investment Management Corp.1
T. Rowe Price Associates, Inc.1

Advisors in New Berlin, A to Z

CFP advisors in New Berlin →

Other cities in Wisconsin

All of Wisconsin →

Milwaukee 1,040Madison 646Brookfield 476Green Bay 426Waukesha 398Appleton 386Mequon 208Middleton 170Wausau 123Wauwatosa 118Eau Claire 107La Crosse 100West Bend 92Oshkosh 87Sheboygan 72De Pere 70Janesville 68Altoona 67Neenah 67Fond Du Lac 61Racine 60Kenosha 55Oconomowoc 55Verona 53

Questions

How many financial advisors are in New Berlin, WI?

35 investment adviser representatives are registered at firm offices in New Berlin, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in New Berlin?

Edward Jones, with 5 registered advisors in New Berlin, followed by Encompass More Asset Management LLC with 4.

How do I check a financial advisor in New Berlin?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.